Checking for duplicate customer data

Last Updated : Jul 09, 2018 |

About this task

Use this procedure to check for duplicate records in a field or in fields that you select.

Before you begin

Ensure that you have data in the Customer Data table.

Procedure

  1. On the Oceana Customer Management Tool interface, click Import customer data.
  2. On the Customer Settings page, click Customer Data Cleanup.
  3. Click Duplicate Customers.
  4. In the Select fields list, select the field or fields where you want to search for duplicate information.
  5. Click Select Duplicate Customers.
    Important:

    Duplicates are only found on records that you selected in the Duplicate Field Search. If you do not select all fields, unique records do not appear.

  6. Click Review to review the duplicate customer records.

    The duplicate customer records are displayed at the top of the table and the second and third or more of each group of duplicate records is highlighted.

  7. To allow duplicate customer records to remain, select the duplicate records and click Allow Selected Duplicates.

    The Duplicate Status column displays Duplicate Allowed for the selected duplicate records.

  8. To delete the duplicate records, click Delete.

    Oceana retains a single copy of each record and deletes the duplicate records.